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Wilmot George

Tax & Estate

Wilmot George, CFP, TEP, CLU, CHS, is managing director, tax and estate planning at Canada Life, Wealth Distribution. Wilmot can be contacted at wilmot.george@canadalife.com.

Mutual funds and segregated funds: 5 points to note for tax season (and beyond) Mutual funds and segregated funds: 5 points to note for tax season (and beyond)

Tax Strategies

Mutual funds and segregated funds: 5 points to note for tax season (and beyond)

Both are common, useful investments — but there are important nuances

By Wilmot George |March 12, 2026

6 min read

3 year-end tax planning strategies for investors 3 year-end tax planning strategies for investors

Tax Strategies

3 year-end tax planning strategies for investors

Tax-loss selling, TFSA withdrawals and a final RRSP contribution at 71

By Wilmot George |December 17, 2025

5 min read

Business succession planning Business succession planning

Tax Strategies

Business succession planning

The benefits of planning and considerations for your client when choosing a successor

By Wilmot George |October 20, 2025

4 min read

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